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Wells Fargo

2,627 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 193 funds opening new positions, 1,067 increasing their positions, 953 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

1.81% less ownership

Funds ownership: 76.3%74.49% (-1.8%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.05B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,627
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
76
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25B
Puts
$5.05B
Net Calls
Net Calls Change

Top Buyers

1 +$647M
2 +$468M
3 +$375M
4
JP Morgan Chase
JP Morgan Chase
New York
+$356M
5
Morgan Stanley
Morgan Stanley
New York
+$340M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1326
Madison Asset Management
Wisconsin
$983K
SC
1327
Sepio Capital
Utah
$979K
PCFFS
1328
Pacific Center for Financial Services
California
$979K
CIG
1329
Cullen Investment Group
Louisiana
$976K
LIA
1330
LBMC Investment Advisors
Tennessee
$975K
CCG
1331
Coastwise Capital Group
California
$968K
CCWM
1332
Correct Capital Wealth Management
Missouri
$968K
RCM
1333
RB Capital Management
Nevada
$968K
ZBNA
1334
Zions Bancorporation, National Association
Utah
$967K
RWA
1335
River Wealth Advisors
Pennsylvania
$967K
KA
1336
Kovack Advisors
Florida
$967K
WIM
1337
WealthPlan Investment Management
Nebraska
$966K
MFS
1338
Mattson Financial Services
Michigan
$962K
AIA
1339
AIMZ Investment Advisors
California
$962K
WIM
1340
Wittenberg Investment Management
Massachusetts
$957K
FTC
1341
Farmers Trust Company
Ohio
$956K
DBIA
1342
Dumont & Blake Investment Advisors
New Jersey
$955K
KTC
1343
Kentucky Trust Company
Kentucky
$953K
POIA
1344
Pin Oak Investment Advisors
Texas
$951K
GC
1345
GatePass Capital
Ohio
$948K
LWM
1346
Liberty Wealth Management
California
$948K
WCM
1347
Winebrenner Capital Management
Kentucky
$946K
NIA
1348
NBZ Investment Advisors
Tennessee
$945K
PFSC
1349
Peoples Financial Services Corp
Pennsylvania
$944K
FFM
1350
Flagstone Financial Management
Nebraska
$944K